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MBE Wealth Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

MBE Wealth Management’s Portfolio SPAB Stock Details SPAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-714
Closed -$21K – 437
2020
Q1 		$21K Buy
+714
New +$21.2K 0.02% 213

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

MBE Wealth Management's SPAB Position: Q2 2020 in Review

MBE Wealth Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2020, closing a stake of 714 shares — an estimated $21K sold.

MBE Wealth Management first reported a position in SPAB in Q1 2020 and held it in 1 quarter. The position peaked at $21K in Q1 2020. 297 funds tracked by Wall St. Rank hold SPAB as of Q2 2020.

  • MBE Wealth Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 714 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2020, an estimated $21K.
  • MBE Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $21K in Q1 2020.
  • 297 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.